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Introduction to Rate Cards

Edited:

Rate Cards help organisations bundle their rates together, and support organisations that need to introduce a new rate structure to a Client Partner that might become effective from a particular date.

 

Rate cards can be created and managed by using the Rate Card sub-menu item on the menu, underneath both Client Partners and Carrier Partners.

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Client Partner Rate Cards sub-menu item in Consignly

 

Viewing rate cards

Choosing the Rate Cards sub-menu item will display a list of all rate cards for your organisation.

Optionally filter the rate cards by client and/or choose to filter rate cards by status.

Rate cards that are in draft will be shown with a Draft label.  The date the rate card comes into effect will also be displayed.

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A list of rate cards in Consignly

 

Creating a rate card

Create a new rate card by tapping the create icon. add-icon-25.png

Choose the Client the rate card is for, and the Effective From Date when the rate card will come into effect.

  Rate cards are created in a Draft status initially, and won't come into effect until the Rate Card is activated and the Effective From Date has passed.

 

When creating a Rate Card, the Client Partner is optional.  If you choose not to select a Client Partner, then the Rate Card you are creating becomes an organisation rate card.  Organisation rate cards act as fallback rate cards for Client Partners that don't have their own rate card created.

  By using organisation rate cards, you can ensure that a standard rate card is available for every client.  As soon as the client has their own rate card, that will take priority, regardless of the effective from date of the organisation rate card.

 

Viewing a rate card

Inside a rate card are several tabs.  The Detail tab shows general information about the rate card, such as the Client and the Effective From Date.

The other tabs categorise the rates in the Rate Card by:

  1. Activity Rates
  2. Freight Rates
  3. Storage Rates
  Note that for a Carrier Partner, only Freight Rates are available.

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The Detail tab of a rate card in Consignly

 

The shoulder of the rate card has an action menu that allows you to perform additional actions on the card, such as copying the card, activating and deactivating the card, and removing the rate card.

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The action menu in the shoulder of the rate card

 

Copying a Rate Card

A rate card can be copied within a Client Partner, or to another Client Partner.  This is often useful if a new Client Partner is going to work off a similar rate structure to an existing Client.

From the action menu in the shoulder of a rate card, choose Copy Rate Card.

Select the Client to copy the rate card to, and specify the effective from date.

When copying the rate card, Consignly gives you the ability to optionally apply a General Rate Increase (GRI) as a percentage.  Entering a value in here will copy the rate card with the appropriate percentage increase in all the rates.

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The copy rate card blade

 

  Rate cards that contain rates targeting a specific product will be able to be copied to another client, however the rate referencing that product will need reviewing as the product won't exist in the Client you are copying the rate to.

 

Rate cards inside a Partner

See all rate cards assigned to a Client Partner or Carrier Partner by visiting the Rate Cards tab within the partner.

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Rate Cards index on the Client Partner